Evergreen Private Wealth LLC JPM Holdings History
Evergreen Private Wealth LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Evergreen Private Wealth LLC held 28,080.00 shares of JPMorgan Chase & Co(JPM), totaling $8.14 Mil. This investment constitutes 3.41% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 2 purchases of JPM, at an average price of $152.45, for a total of 29,745.00 shares. In addition, there have been 4 sales at an average price of $205.41 for 1,665.00 shares. Based on historical transaction data and JPM's current price of $291.27, Evergreen Private Wealth LLC's estimated gain on his JPM holdings is $3.99 Mil, reflecting a 87.90% gain to date.
Evergreen Private Wealth LLC JPM ($291.27) Holding Chart
Evergreen Private Wealth LLC JPM ($291.27) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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